A new feature in the Assessment & Plan control now allows users to reorder plans when multiple entries are present.

When multiple plans are entered, a ‘Re-Order Plans’ button will appear in the upper right corner. By clicking the button, users can open a pop-up window where they can highlight a plan and use the up and down arrows to adjust its order. Once finished, click ‘Save & Close’ to apply the changes.

Once the user clicks the Save&Close icon, the system will re-run the existing Superbill re-creating logic based on the appointment and billing status. 

1. If the appointment has no superbill built, the system will not create a superbill at this step. 

2. If the appointment has an unsigned superbill, the superbill will be recreated. 

3. If the appointment has a signed superbill with unposted charges, the superbill will be recreated. 

4. If the appointment has a signed superbill with posted charges, the user will be alerted that charges are already posted and superbill cannot be recreated.